HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX pennsylvanla
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE W DEPARTMENT OF REVENUE
BUREAU OF TX DIVISION Taxes OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 260601 REV-1547 EX AFP C08-13)
HARRISBURG PA 17128-0601
DATE 04-14-2014
ESTATE OF S14OFF DONALD A
DATE OF DEATH 01-27-2013
FILE NUMBER 21 13-0149
COUNTY CUMBERLAND
ROGERS ESQ ELYSE E ACN 101
635 N 12TH ST SSTE 400 APPEAL DATE: 06-13-2014
LEMOYNE PA 17043 (See reverse side under Objections)
Amount Remitted—� —�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _-__ RETAIN LOWER-PORTION-FOR-YOUR-RECORDS F
REV-1547 EX AFP COS-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF, SHOFF DONALD AFILE NO. :21 13-0149 ACN: 101 DATE: 04-14-2014
TAX RETURN WAS: IX) ACCEPTED AS FILED C 1 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,766,450.07 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form With your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,376,641.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,180,898.94
8. Total Assets (8) 5,323.990.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9)— 32,691.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 284,243.68
11. Total Deductions (11) 316,934.68
12. Net Value of Tax Return (12) 5,007,056.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 3.815.1 7,
14. Net Value of Estate Sub]ect to Tax (14) 11191,898.94
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.o
ASSESSMENT OF TAX: CS '-_ :)0 rnn
15. Amount of Line 14 at spousal rate (15} 11,000.00 X t3< •.n m,6-A
16. Amount of Line 14 taxable at lineal rate (I6) i jan.R9R_9G X @)g ^>1
17. Amount of Line 14 at sibling rate C17) .n0 _
18. Amount of Line 14 taxable at collateral rate C18) . 00 X Ts 72 m E✓ = 99
19. Principal Tax Due 9 = 53,140
TAX CREDITS: C7 c} CD
PAYMENT RECEIPT DISCOUNT (+5 `n F
O
DATE NUMBER INTEREST/PEN PAID f-} AMOUNT PAID � r" fTT
10-25-2013 CDO18321 .00 53,140.45'D CJT tai')
3> C7t
TOTAL TAX PAYMENT 53,140.45
BALANCE OF TAX DUE ,Og
INTEREST AND PEN. .00
TOTAL DUE .tlp
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 'il�lYl